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Cannell & Spears’s Duke Energy DUK Stock Holding History

Cannell & Spears’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$463K Buy
3,661
+185
+5% +$23.3K 0.01% 323
2026
Q1 		$455K Buy
3,476
+324
+10% +$40.5K 0.01% 307
2025
Q4 		$369K Sell
3,152
-5
-0.2% -$611 0.01% 325
2025
Q3 		$391K Buy
3,157
+45
+1% +$5.46K 0.01% 313
2025
Q2 		$367K Buy
3,112
+7
+0.2% +$826 0.01% 315
2025
Q1 		$379K Sell
3,105
-469
-13% -$53.5K 0.01% 305
2024
Q4 		$385K Buy
+3,574
New +$405K 0.01% 310

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cannell & Spears's DUK Position: Q2 2026 in Review

Cannell & Spears increased its Duke Energy (DUK) stake by 5.3% in Q2 2026, buying an estimated $23.3K and bringing the position to 3,661 shares worth $463K. The position accounts for 0.01% of the portfolio, ranked #323.

Cannell & Spears first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Cannell & Spears held 3,661 shares of Duke Energy worth $463K as of Q2 2026.
  • Cannell & Spears bought 185 Duke Energy shares in Q2 2026, an estimated $23.3K.
  • Duke Energy made up 0.01% of Cannell & Spears's portfolio in Q2 2026, its #323 holding.
  • Cannell & Spears first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Cannell & Spears's 13F filing for Q2 2026, filed 11 Aug 2026.